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Wisdomtree Tr shares owned by Masso Torrence Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Masso Torrence Wealth Management from 13F filings

Historical chart of Masso Torrence Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Masso Torrence Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Masso Torrence Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 72k 20.77
2023-12-31 $1.6M 78k 20.69
2023-09-30 $1.3M 75k 17.42
2023-06-30 $1.5M 77k 19.07
2023-03-31 $937k 53k 17.55

More positions owned by Masso Torrence Wealth Management

NVIDIA Corporation (NVDA)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Apple (AAPL)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)

View all positions for Masso Torrence Wealth Management

Top funds holding Wisdomtree Tr

Stratos Wealth Partners
Kestra Advisory Services
Advisory Services Network
Raymond James & Associates
Jane Street
Raymond James Financial Services Advisors
Prospera Financial Services
Branch Banking & Trust Company
Bank Of Montreal
Masso Torrence Wealth Management
Stifel Financial
AdvisorNet Financial
Private Advisor
Cambridge Investment Research Advisors
Householder Group Estate & Retirement Specialist

View all funds holding Wisdomtree Tr